Robert S. Jeter, CFP®, CRPC®
Robert has been a Financial Advisor since 2012 and been at InFocus since 2016. His mission is to provide the solutions that will help accomplish the financial goals of the families with whom he works. His clear focus is getting his clients started off prudently in retirement by providing in-depth, well thought out advice on retirement planning, Social security strategies, Medicare advice, etc. Some of the goals he has helped people pursue are retirement preparation, increasing social security income, proper retirement budgeting, avoiding loss of assets to long-term care costs, improving an investment strategy, and reducing estate tax on a large estate.
Robert graduated from Salisbury University in the spring of 2012 with a Bachelor of Science in Business with a concentration in finance. He began his career in financial services that same year with AXA Advisors in Columbia, MD. Robert built his practice by working closely with non-profit organizations and school systems on the Eastern Shore of Maryland and Delaware. He frequently spoke to these groups on the importance of retirement, investment, and insurance planning. He presents several times a year on behalf of non-profit programs and local municipalities to educate people on retirement preparation. Robert chose to move his practice to InFocus Financial Advisors as it provided an independent platform where felt his clients and their interests would be better served. In 2014 Robert attained the Chartered Retirement Planning Consultant (CRPC®) designation from the College for Financial Planning and in 2017 achieved the CERTIFIED FINANCIAL PLANNER™ designation to further his education and strengthen his abilities to provide excellent advice to his clients.
Robert is an active participant in his community. He is a member and serves on the board of directors for the Southern Delaware Estate Planning Council and is an active participant and member in the Professional Partners of the Eastern Shore. He was previously on the board of directors for the Wicomico County Fair. Currently, he currently volunteers his time to the Delaware Money School and Osher Lifelong Learning Institute in Lewes, DE. In his free time, he can be found outdoors, enjoying the natural beauty of the Eastern Shore. He resides with his fiancee Kelly and yellow lab Luna in Salisbury, MD.